Clime Investment Management will transfer management of around $270 million of funds under management in the SMA/MDA space to Ralton in exchange for a 75% shareholding....
Managed account growth has continued throughout the COVID-19 pandemic...
Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....
It has hired Brian Long as senior investment specialist – managed accounts to help support Lifespan’s managed discretionary account range....
Managed accounts structures demonstrate maturity in face of COVID-19...
Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...
While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...
Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...
The Australian Securities and Investments Commission has announced that AMP Financial Planning has been required to stop providing managed discretionary account services....
The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?...
Advisers need to make a considered decision when using MDAs and need an offering that allows them to be flexible for the different circumstances of their clients, Xplore ...
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
Philo Capital Advisers has launched a managed discretionary account service designed for Melbourne-based advisory business Strategic Wealth. ...
The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....
The Australian Securities and Investments Commission (ASIC) has warned managed discretionary account providers that time is nearly up on use of a key ‘no action’ letter....
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...